Uptown Charlotte Fintech — BofA/Truist Banking Capital LinkedIn
Client: Treasury management SaaS, Uptown ($9M ARR). Challenge: Generic LinkedIn. New BofA CTO and Truist CTO not engaging. Programme: BofA/Truist banking vocabulary LinkedIn + FINRA-compliant + treasury/capital markets content + Sales Navigator banking executive Results (7 months): BofA technology connections: +8 | Truist technology connections: +6 | Banking operational content: 3.4x above generic fintech engagement | FINRA: clean | Evaluation invitations: 4/quarter | Pipeline: $2.4M
